See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,429 | $80,673+55.5% | $101,326+23.8% | $84,808+47.9% |
| Participation rate | 92.0% | 77.8%+14.2pp | 81.5%+10.5pp | 68.3%+23.7pp |
| Annual return | 20.42% | 38.95%-18.5pp | 36.82%-16.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $5,636 | $2,698+108.9% | $3,665+53.8% | $2,631+114.2% |
| Participant deferral / active EE | $11,390 | $6,840+66.5% | $7,994+42.5% | $4,212+170.4% |
| Admin fee / account holder | $243 | $12,784-98.1% | $11,185-97.8% | $7,344-96.7% |